Forecasts that keep their reasoning.

IRIS

IRIS makes Claude for Excel smarter about your financial models.

• Claude gives the analyst a natural interface to build and work with financial models.
• IRIS Model Logic understands the workbook's calculations and dependencies.
• IRIS economic understanding provides a structured interpretation of what those calculations represent.
• Methods turn forecasting assumptions into explicit, evidence-backed, revisable investment judgment.
• Memory gives the analyst's judgment continuity through time.
• Approved, versioned execution makes those decisions operational and reproducible.

Semantic compression ties it together by giving Claude a compact account of the model, so it spends tokens on the question rather than on rediscovering the spreadsheet every time.

Analysts start from the IRIS Model Catalog rather than a blank sheet.

• Day oneIRIS makes Claude better informed about the model.
• Over timeIRIS remembers how the analyst thinks about the company.
• EventuallyThat persistent understanding supports proactive model maintenance and investment reasoning across the book.

Supervised pilot with two investment firms. Access is arranged with us.

Adaptive Research Harness | DIALOG

The Adaptive Research Harness holds research agents to account for what they try, and Dialog is the trading desk that runs on it.

• Research agents now produce more ideas than a team can check, and the best-looking result of many attempts is not the same as one that will hold up.
• ARH writes each attempt to the record before the next can start, with its question, its reserved budget, its result and its failures, so the count of attempts is a fact of the record rather than a recollection.
• A separate evaluator checks each proposed conclusion, and a result enters the accepted record only under rules the owner has set.
• Rejected work stays in the record, so the next researcher sees the failed variants and the decisions behind what was accepted.
• Researchers and evaluators can be replaced while the acceptance rules stay in place, so a team can change its agents without losing what it has learned.
• Dialog puts the harness to work on a paper desk. Competing research approaches develop hypotheses, an independent evaluator checks them, and the strategies that pass share one portfolio with orders, fills, cash and fees accounted for.

Budget makes the search visible and separate acceptance makes the result accountable, so when a strategy is challenged the history shows how much searching it took to find it and why it was accepted.

Open prototypes on GitHub. Synthetic data and paper execution.